Hard or soft landing? Pivot or pause? While prospects for the global economy remain in the balance, David Milward, Head of Loans, considers a more predictable element for fixed income investors.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
With its December statement, the Federal Reserve reminded markets that much work remains in returning inflation back toward its 2.0% target.
Three reasons why investors should consider adding intermediate-duration bonds back to their fixed income portfolios.
Assessing emissions can be challenging for non-traditional assets. Closer analysis of carbon data can help better understand climate-related risks in CLOs.
With recession and energy crisis worries, can loans continue to show resilience through the market volatility?
A look at credit ratings on securitized assets and whether investors can rely on them when constructing fixed income portfolios.
How securitised sectors might play a key role for bond investors amid a challenging interest rate environment.
How the addition of floating rate CLOs to traditional fixed rate bond portfolios may improve risk-adjusted returns.
CLOs can be an attractive addition to a diverse portfolio.
Following a recent drawdown, can U.S. fixed income still fulfil its role in a diversified portfolio?
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends made a strong recovery in 2021.